📈 STOCK GIFTS
Donating appreciated securities—such as stocks—to WELS Foundation provides valuable tax advantages while benefiting gospel ministries.
IMPORTANT: Before making a stock gift, please contact WELS Foundation, [email protected] or 800-752-8940 so we can ensure your gift is processed promptly.
You:
• Avoid paying capital gains tax.
• Enjoy a smooth transaction—WELS Foundation handles the sale.
• Notify WELS Foundation of your gift.
WELS Foundation:
• Sells the stock without incurring capital gains tax.
• Distributes the proceeds to the WELS ministry you designate.
🧾 QUALIFIED CHARITABLE DISTRIBUTION (Traditional IRA Distribution)
If you are age 70.5 or older, you can make a tax-free gift directly from your IRA to a WELS ministry.
IMPORTANT: If directing a QCD to a WELS or affiliated ministry, please inform us at [email protected] or 800-752-8940 so we can process your gift appropriately.
You:
• Give up to $108,000 annually* to WELS ministries from your IRA.
• Avoid income tax on your distribution.
• Notify WELS Foundation of your gift.
WELS Foundation:
• Distributes your gift to the WELS ministries you choose (if directed through WELS Foundation).
• Provides a proper gift acknowledgment letter for your tax records.
Read more about IRA Charitable Distributions
*Amounts are subject to annual inflation adjustments. Always consult your tax or financial advisor to determine what giving strategy is best for your situation.
🧮 EXPLORE GIFT OPTIONS
Looking for the best way to give to the Lord’s work based on your personal goals and assets? Consider your family’s and your own financial needs—how to maximize tax benefits, maintain income, and preserve assets for your heirs. Our convenient online tool walks you through the various options and recommends the best gift strategy for your situation.
👉 Click below to explore what’s right for you.
📘ESTATE PLANNING GUIDE
This free Christian estate planning workbook walks you through the process of creating a God-honoring plan for your assets.
📗 “DIFFERENT WAYS TO MAKE PLANNED GIFTS” BOOKLET
Want to support ministry in a smart and meaningful way? This comprehensive booklet includes:
- Tax-wise giving strategies
- Gift scenarios and illustrations
- Links to informative videos
Your local WELS Christian giving counselor can help walk you through it.
📥 Download the booklet or request a free printed copy from Northwestern Publishing House.
Explore gift options
Use our convenient online tool to find the best gift for your situation and giving goals.
NEED ASSISTANCE?
Christian giving counselors are available to provide you with answers and knowledgeable advice.